0992.HK Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Aug 7, 2025	AMG Yacktman Fund	5.8%	7.3%	012330.KS, 0992.HK, CNQ, CTSH, KT, KVUE, MSFT, PEP, PG, RLI, SCHW, SSNLF, UHAL	Buybacks, consumer, large cap, South Korea, technology, value	Yacktman approaches investing with an owner's mindset, evaluating underlying business fundamentals and requiring prices that compensate for risks. The fund focuses on risk-adjusted returns over market cycles, with historically strong performance following periods of lofty valuations like today's market.		View
2024 Q3	Sep 30, 2024	ClearBridge Investments International Growth ADR Strategy	5.7%	0.0%	0992.HK, 1299.HK, 4091.T, 4543.T, 7936.T, 8035.T, 8766.T, ARGX, ASML, BN.PA, CPG.L, EL.PA, HLN.L, ICLR, ITX.MC, LSEG.L, NESN.SW, NVO, RTO.L, SAP, SPOT	China, cyclicals, growth, international, Japan, Stimulus, Value rotation	The manager is convinced that Japan's move to upgrade profitability, capital allocation and shareholder returns is authentic, adding four new Japanese positions. The Bank of Japan's latest Tankan survey confirmed continued recovery in domestic demand, rising GDP growth and low risk of deflation returning.	BN.PA 0992.HK 4091.T 8766.T 7936.T 4543.T	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 13, 2026	Fund Letters	ClearBridge Investments International Growth ADR Strategy	Lenovo Group Limited	Information Technology	Technology Hardware, Storage & Peripherals	Bull	Hong Kong Stock Exchange	AI PCs, China, market share, Operating System Upgrade, Personal Computers, Server Storage, technology hardware	View Pitch

BSD Shareholders of 0992-HK

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

0992-HK

0992-HK

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of 0992-HK

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